How to use the Marketing budget split template

Start a board from it
Use this template opens a new Freero board with the Marketing budget split template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Marketing budget split”.
Follow the instruction on the board
“Fund proven channels first, then keep about a fifth for experiments. Decide the order of cuts before the quarter starts.”
Fill in each part
- Table Columns: Channel · Budget · Goal · Expected · Cut order
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Marketing budget split board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Campaign brief
One page that gets a campaign team aligned: goal, audience, message, channels, budget and how you will measure it.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.
Webinar plan
Plan a webinar from idea to follow-up: topic and promise, promotion, the run of show, the live session and what happens after.
Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.